PSA Today 12 Apr: Weak market on inflation, Nasdaq worries / Sony ups Epic Games stake / Honda's EV plans / Considering Fanuc / Sansan's Q3 – Nikkei 225 -1.81%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay WhippTags: NTT (9432 JT), Unicharm (8113 JT), Seven & I (3382 JT), Makita Corp (6586 JT), Komatsu (6301 JT), Takashimaya (8233 JT), Kohnan Shoji (7516 JT), Cosmos Pharmaceutical (3349 JT), Sony (6758 JT), Epic Games, Lego, Bandai Namco (7832 JT), Tencent (700 HK), Warner Brothers , Honda (7267 JT), General Motors (GM US), Toyota Motor (7203 JT), Nissan Motor (7201 JT), CATL (300750 CH), AESC Envision, Yaskawa Electric (6506 JT), Fanuc (6954 JT), Sansan (4443 JT), Money Forward (3994 JT), Freee KK (4478 JT), Rakus (3923 JT)
Main Points
• Inflation worries, Nasdaq send Tokyo sharply lower
• Sony increases stake in Epic Games
• Honda outlines EV plans
• Fanuc falls on component shortage worries
• Sansan FY21 Q3 Results: Bill One hits full-year ARR target ahead of schedule
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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